Cetera Investment Advisers
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Cetera Investment Advisers’s Everest Group EG Stock Holding History

Cetera Investment Advisers’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21M Sell
3,377
-828
-20% -$284K ﹤0.01% 2868
2026
Q1 		$1.37M Sell
4,205
-116
-3% -$38.2K ﹤0.01% 2625
2025
Q4 		$1.47M Sell
4,321
-1,629
-27% -$538K ﹤0.01% 2487
2025
Q3 		$2.08M Buy
5,950
+2,349
+65% +$793K ﹤0.01% 2132
2025
Q2 		$1.22M Buy
3,601
+536
+17% +$185K ﹤0.01% 2205
2025
Q1 		$1.11M Buy
3,065
+294
+11% +$104K ﹤0.01% 2178
2024
Q4 		$1M Sell
2,771
-2,483
-47% -$930K ﹤0.01% 2154
2024
Q3 		$2.06M Sell
5,254
-62
-1% -$23.6K ﹤0.01% 1609
2024
Q2 		$2.03M Buy
5,316
+437
+9% +$165K ﹤0.01% 1564
2024
Q1 		$1.94M Buy
4,879
+1,377
+39% +$516K ﹤0.01% 1568
2023
Q4 		$1.24M Sell
3,502
-174
-5% -$67.4K 0.01% 982
2023
Q3 		$1.37M Buy
3,676
+1,349
+58% +$490K 0.01% 915
2023
Q2 		$795K Sell
2,327
-911
-28% -$329K 0.01% 1176
2023
Q1 		$1.16M Buy
3,238
+308
+11% +$111K 0.01% 962
2022
Q4 		$971K Buy
2,930
+2,052
+234% +$639K 0.01% 1004
2022
Q3 		$230K Sell
878
-27
-3% -$7.3K ﹤0.01% 1425
2022
Q2 		$254K Buy
905
+92
+11% +$26K ﹤0.01% 1530
2022
Q1 		$245K Buy
+813
New +$234K ﹤0.01% 1588

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Cetera Investment Advisers's EG Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Everest Group (EG) stake by 20% in Q2 2026, selling an estimated $284K and leaving 3,377 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2868.

Cetera Investment Advisers first reported a position in EG in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.08M in Q3 2025. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Cetera Investment Advisers held 3,377 shares of Everest Group worth $1.21M as of Q2 2026.
  • Cetera Investment Advisers sold 828 Everest Group shares in Q2 2026, an estimated $284K.
  • Everest Group made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2868 holding.
  • Cetera Investment Advisers first reported a position in Everest Group in Q1 2022 and has held it in 18 quarters since.
  • Cetera Investment Advisers's Everest Group position peaked at $2.08M in Q3 2025.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.